|
1
|
Windhaven Investment Management
Boston,
Massachusetts
|
$828M
|
+$568M
|
+9,767,872
|
+180%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$147M
|
+$10.7M
|
+184,186
|
+7%
|
|
|
3
|
|
$35.1M
|
+$106K
|
+1,825
|
+0.3%
|
|
|
4
|
TD Ameritrade Investment Management
Omaha,
Nebraska
|
$29.2M
|
+$1.1M
|
+18,966
|
+4%
|
|
|
5
|
1832 Asset Management
Toronto,
Ontario, Canada
|
$23.1M
|
+$1.28M
|
+21,940
|
+5%
|
|
|
6
|
Envestnet Asset Management
Chicago,
Illinois
|
$17M
|
-$1.33M
|
-22,898
|
-7%
|
|
|
7
|
Personal Capital Advisors
Redwood City,
California
|
$14.3M
|
+$3.86M
|
+66,332
|
+34%
|
|
|
8
|
Whitnell & Co
Oak Brook,
Illinois
|
$13.8M
|
+$14.7M
|
+253,227
|
New
|
|
|
9
|
Ohio Public Employees Retirement System (OPERS)
Columbus,
Ohio
|
$12.3M
|
+$7.59M
|
+130,565
|
+137%
|
|
|
10
|
Vigilant Capital Management
Portland,
Maine
|
$11.8M
|
+$295K
|
+5,070
|
+2%
|
|
|
11
|
US Bancorp
Minneapolis,
Minnesota
|
$11.3M
|
+$8.78M
|
+150,932
|
+267%
|
|
|
12
|
|
$9.22M
|
+$1.55M
|
+26,587
|
+19%
|
|
|
13
|
Retirement Planning Group (Kansas)
Leawood,
Kansas
|
$9.12M
|
+$185K
|
+3,181
|
+2%
|
|
|
14
|
Alexandria Capital
Arlington,
Virginia
|
$8.57M
|
+$329K
|
+5,664
|
+4%
|
|
|
15
|
AssetMark Inc
Concord,
California
|
$7.67M
|
+$629K
|
+10,815
|
+8%
|
|
|
16
|
Wells Fargo
San Francisco,
California
|
$7.06M
|
+$750K
|
+12,898
|
+11%
|
|
|
17
|
|
$6.48M
|
+$1.86M
|
+32,000
|
+37%
|
|
|
18
|
|
$6.31M
|
+$138K
|
+2,368
|
+2%
|
|
|
19
|
Creative Planning
Overland Park,
Kansas
|
$5.94M
|
+$4.38M
|
+75,262
|
+222%
|
|
|
20
|
|
$5.57M
|
+$5.95M
|
+102,286
|
New
|
|
|
21
|
Comerica Bank
Dallas,
Texas
|
$5.44M
|
+$2.2M
|
+37,914
|
+61%
|
|
|
22
|
LPL Financial
San Diego,
California
|
$5.21M
|
+$199K
|
+3,424
|
+4%
|
|
|
23
|
TCV Trust & Wealth Management
Richmond,
Virginia
|
$4.79M
|
-$272K
|
-4,673
|
-5%
|
|
|
24
|
Lincoln National Corp
Radnor,
Pennsylvania
|
$4.46M
|
+$446K
|
+7,666
|
+10%
|
|
|
25
|
Twin Capital Management
Mcmurray,
Pennsylvania
|
$4.34M
|
-$16.3K
|
-280
|
-0.4%
|
|
